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Acorn Bowman Finance & Investment Management
“We had a fantastic service from Acorn Bowman and we were given very good, clear advice. They went above and beyond what was required of them”
Best Financial Advisors in Minster
The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Minster area.
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Hall & Costello Wealth Management
- Mortgage
- Confident
“Casey couldn't be more helpful. He was professional, thorough and made us feel like we were in the right hands the whole time. I could not recommend him more!”
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Huggins Wealth Management
Investments, Pensions, Life Assurance
“I highly recommend using Huggins Wealth Management.
Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”
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Women's Wealth
“As I have only a small state pension I needed Sam's advice on investing the capital I had at my disposal when I returned to UK after 12 years abroad. Sam helped me get the best from my capital. I can thoroughly recommend her.”
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Newsome Wealth Management
- Pension
“I would recommend Newsome to anyone considering their future and financial position, as Matthew and Laura were so friendly, helpful and crucially, transparent and clearly not just looking for a fee or commission. As a 'low value' individual I was in...”
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Fingerprint Financial Planning
Services, Inheritance Tax Planning, Investments
“Recommend highly. They were very patient and very quick to sort out a mortgage. Vicki and Millie were brilliant always getting back swiftly to any enquiries I had . Katrina”
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Forces Family Finance
Home Ownership, Protecting What Matters Most, Protecting Your Possessions
“Nadine and her team have been nothing short of outstanding! They have helped us out tremendously in purchasing our first home, aswel as arranging everything else in between. Excellent value for money, and because of them I still have (some) of my hai...”
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Loucas Accountants Maidstone
Overview, Individual Services, Tax Investigations
“My family have used Loucas Chartered Accountants for over 30 years now. They've always provided us with professional and friendly service. We feel our business is in safe hands.”
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Estuary Wills
Wills, Lasting Powers of Attorney, Probate Services
“It was a pleasure to use Estuary Wills to make our new wills and Powers of Attorney. We found Sarah to be very friendly, efficient and thorough and we would not hesitate to recommend her.”
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SRC Financial Services Limited
- First Time Buyer
- Property
- Mortgage Advisor
“The team is amazing, very helpful and quick response on everything. They manage to get a mortgage for us. We have done the assessment with Megan Thirkettle and Lauren Huntley.
Highly Recommend”
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Marble Financial Planning
- Team
- Remortgage
- Future
“Kerry provided an excellent service throughout the process. She was always on hand to provide advice and support when we needed it, and definitely went above and beyond when we encountered some last-minute challenges in our purchase. Cannot recommend...”
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BTS Accountancy
Accounts & Tax, Business Growth, Bookkeeping
“I contacted BTS accountancy with a very serious company issue. If the specific issue was not resolved quickly, then the negative impact upon my business could have been terminal, and all my hard work over the years would have been for nothing. In add...”
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Essex Equity Release Advice Centre
Legal Services, Financial Services
“ron provides an unbeatable service that just gets better and better as the years go by .thanks again ron for your help and service best wishes to you and yours”
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Mercury Financial Solutions
Automatic Enrolment, Investments, Protection Policies
“Chris has provided us with a range of services over the last six years, both personally and for our business. This has included pensions, mortgages and other advice.”
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Simfin Financial
- Team
- Meeting
- Mortgage
“I used SIm Fin when buying my house and again when it was time to remortgage. Quickly and easy service, Quick consultation and just had to send my docs in. Always quick to respond to any questions. Highly recommended.”
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Sterling & Law Independent Financial Advisers
Independent Financial Advice, Wealth Management & Financial Planning, Business Protection
“Had my first annual review meeting with Paddy from Sterling & Law, As with previous contact he was well prepared, well informed, happy to listen to & answer my questions. Altogether an excellent, professional experience”
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Mortgage Superheroes
- Questions
- First Time Buyer
- Responsive
“I couldn't recommend Mortgage Superheroes enough! Tony quickly answered all our questions during the process of our first shared ownership house and was a pleasure to deal with. Many thanks!”
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Focused Financial
- Retirement
- Future
- Feel
“A neighbour recommended Focused Financial as I was unhappy with the service I was receiving from my advisor at the time. I have been very pleased that I engaged James and his team. James took time to get to know me, and to understand my short and l...”
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Whitehead Monckton
Business Clients, Individual Clients, Sectors
“I recently used Marsha and Demi at Whitehead Monckton and found them to be highly knowledgeable, professional and efficient.
They regularly kept me up-to-date on my mum's house purchase and took over our case feom another solicitor who couldn't de...”
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Orchard Financial Management
- Mortgage
“Jade has been excellent to deal with, she makes everything as easy as she possibly can for us and nothing is ever a problem! 5* service, would highly recommend.”
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Allied Luptons
Individual Clients, Business Clients, Life Cover and Family Protection
“Roy at Allied Luptons has been advising me for the last 3 years on my financial affairs.
This has been through the biggest period of change in recent history.
All I can say is I'm happy with the outcomes to date. Enough said.”
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Pentins Financial Planners
“We have been using Pentins Financial Planning for many years. Since Samantha has joined the company we have been able to completely review our various investments and are we pleased with the results to date. Samantha and Oliver are knowledgeable and ...”
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Kreston Reeves
“Hi All,
I have just started using Kreston Reeves and should I say at a very hard time in business when all my current accountant wanted to do was make money from me and my business that was slowly getting further and further in a financial struggl...”
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Evolution Financial Planning
Financial Well-Being Quiz, Pensions, Insurances
“I would highly recommend Jennie if you are thinking of getting a Will drawn up. She is a lovely person who is very patient and helpful and provides a brilliant service.”
Retirement Planning and Investment Management Services in Minster Cost Estimates
Minimum cost
£1179
Maximum cost
£10015
National Average
£3535
Avg Per Hour Rates
£355
£2357
£6481
Fair price range is based on
339 cost profiles
Why these companies made our list
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